Today, I was presenting an investment seminar on indexed investing to a group of South East Asian based school teachers. Most of them were Americans. I mentioned that the minimum requirement in the United States, in order to sell investment products, was a Series 7 certification. Two financial sales representatives were among the attendees. And …
Tag Archive: Financial Advisors
Permanent link to this article: http://andrewhallam.com/2011/03/how-long-does-it-take-to-prepare-for-the-series-7-certification/
Oct
25
Financial planning – Whom should you trust?
Rob Carrick, a finance writer for the Globe and Mail, doesn’t seem to favour using investment advisors. Is he right? I don’t really know for sure. But he answers some interesting questions here: Read the Article: Financial planning – Whom should you trust?
Permanent link to this article: http://andrewhallam.com/2009/10/financialplanning-whom-should-you-trust/
Aug
06
Investment advisory services plunder individual retirement accounts
I’ve always been a fan of Scott Burns’ finance articles, and this one is no exception. He paints an ugly picture of financial service fees relative to investor’s returns, suggesting that fees are significantly higher today, than in the past, relative to the return that the average investor is getting from their financial products. As …
Permanent link to this article: http://andrewhallam.com/2009/08/investment-advisory-services-plundering-retirement-accounts/
Jul
29
German geriatrics kidnap and torture their financial advisor
Always a guy with a great sense of humour, Ian McGugan, the editor of MoneySense Magazine, found something for his blog that would make any investment advisor cringe–especially those who have lost plenty of their client’s money during the downturn: Read the article
Permanent link to this article: http://andrewhallam.com/2009/07/german-geriatrics-kidnap-and-torture-their-financial-advisor/
Welcome to My Blog!
I'm Andrew Hallam. Many people aren't comfortable talking about money. It's not usually a conversational dinner-time topic, and its principles are rarely taught in schools. My goal is to have a "conversation" about it here, on this blog. If you read something you find intriguing, please comment or ask your questions!
I am also the author of the book, Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School
Translator
Yakezie Challenge
Recent Comments
February 4, 2012 (1:25) Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School Andrew, Check amazon for my review. Glad to help spread the word! Thanks for the response a...
February 3, 2012 (6:57) Singapore American School Teachers Making Some Nice Profits Hey Andrew, This is a bit late to be writing...but it is about your article entitled 'America'...
February 2, 2012 (9:20) Singapore American School Teachers Making Some Nice Profits Hey Giovanni, You asked a great question. And I think it's great that you are saving for a ho...
February 1, 2012 (8:44) Singapore American School Teachers Making Some Nice Profits Hey Stanley, Thanks for the kind words about the book. Using a Vanguard Target Retirement fun...
February 1, 2012 (11:24) Millionaire Teacher: The Nine Rules of Wealth You Should Have Learned at School Hi Brian, I'm glad you liked the book. If you have a couple of minutes, and you wouldn't mind...
February 1, 2012 (11:16) Retiring in Comfort—Without Ever Experiencing a Canadian Winter Again Hi Terry, I think the answers to both of your questions are: yes and yes. Let me know what...
February 1, 2012 (11:12) Biggest Losers Of Finance Are Living Up To Their Billing Thanks Barry! I should do an update soon. I think the loser stocks are doing poorly, based on...
January 31, 2012 (4:02) How Canada's Banks Let Canadian Investors Down: Part 1 of 7 Thanks for offering the review BikeDeb. They really help! My wife and I also have two tandems...
January 31, 2012 (11:25) Singapore American School Teachers Making Some Nice Profits Hey Andrew , I am a big fan of yours after reading your book. I always lookout for this websi...
January 31, 2012 (3:14) How Canada's Banks Let Canadian Investors Down: Part 1 of 7 I will be doing exactly as you said. I am so thrilled that you actually answered me, as a newbie...